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IS WALL STREET HIDING A SHAKEDOWN? Everyone saw the Nasdaq bounce back thanks to chip stocks and thought the market was stable—but this isn’t that simple. Semiconductors were heavily sold off last week, and now they’re rebounding just as big tech enters the most critical phase of its Q2 earnings season. The danger lies in expectations. The Dow has touched highs multiple times in the first half of 2026, while the S&P 500 and Nasdaq have continued rising strongly this year. But with the VIX hovering around 17 and the Middle East still tense, oil’s slightest spike could immediately hit risk assets hard. This isn’t the time to go all-in on hype. Holding cash is more important than showing off your positions, everyone 😁

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